Thanks for this great summary! In my opinion, UNH is facing now several risks related with the business and it is a sector which is in politicians’ mind all the time. Those are some factors which make me don’t trust enough to buy this company. However, it is very interesting to know that Warren considers all these as temporary issues.
Also, we should consider that it is not the most risky decision for Warren. UNH is now the 0,61% of his portfolio so obviously this risk is well under control.
Thanks for this great summary! In my opinion, UNH is facing now several risks related with the business and it is a sector which is in politicians’ mind all the time. Those are some factors which make me don’t trust enough to buy this company. However, it is very interesting to know that Warren considers all these as temporary issues.
Also, we should consider that it is not the most risky decision for Warren. UNH is now the 0,61% of his portfolio so obviously this risk is well under control.